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NEW YORK (TheStreet) -- Investors looking for multi-year, game-changing stocks need look no further than anything that deals with social, mobile and the cloud, Jim Cramer told his "Mad Money" viewers Thursday, after what he called a terrific day for the stock market.
Cramer called out fantastic earnings from Facebook (FB) - Get Meta Platforms Inc. Class A Report and Google (GOOG) - Get Alphabet Inc. Class C Report, a stock he owns for his charitable trust, Action Alerts PLUS, as the two most recent examples of how well this social cloud segment of the markets is working.
Unlike television, Facebook works best when people are on the go, Cramer noted, which is why advertisers are falling head over heels for it. Facebook more effectively connects advertisers with buyers and it doesn't matter whether companies need branding or direct marketing on a national or local level. Whatever the need, Facebook delivers, which is why shares soared 14% in today's session.
Google is another social and mobile star, with $5.4 billion in free cash flow, steadily growing revenue and the recently announced two-for-one stock split. That news was more than enough to send shares up 4%.
Cramer called out two more cloud players, ServiceNow (NOW) - Get ServiceNow, Inc. Report and Concur Technologies (CNQR) , whose shares popped 14% and 17%, respectively, also on strong growth and earnings.
"This is their moment," Cramer concluded, and that moment will likely last for quite some time, giving investors continued gains.
Executive Decision: Steve Singh
For his "Executive Decision" segment, Cramer once again welcomed Steve Singh, chairman and CEO of Concur Technologies, a stock that's gained 35% since Cramer last recommended the stock in November, including a 17% rise today thanks to a nine-cents-a-share earnings beat on a 32% rise in revenue and strong guidance.
Singh was very upbeat on Concur's growth prospects, saying the company is adding thousands of new customers every month and even just continuing to sell their current travel services, Concur has tens of billions of dollars of opportunities ahead of them.
But Concur has big plans, Singh noted, and is investing heavily into its platform to integrate many travel-related services and improve the traveling experience for business travelers. Wouldn't it be great, he posited, if notice of your flight delay was automatically relayed to your taxi, hotel and the rest of your itinerary? That's what Concur is aiming to build with its many partners.
Cramer said Concur is an excellent example of what the cloud has to offer, which is why this stock is not expensive if you look at the out years beyond 2014.
Cramer's Report Card
With the Dow Jones Industrial Average down nearly 4% for the year, Cramer thought it was a good time to offer up a report card for all 30 of the Dow stocks to see which ones are making the grade and which ones are failing towards summer school.
Among the "A" stocks were nine companies including JPMorgan Chase (JPM) - Get JPMorgan Chase & Co. Report, American Express (AXP) - Get American Express Company Report, DuPont (DD) - Get DuPont de Nemours, Inc. Report, Caterpillar (CAT) - Get Caterpillar Inc. Report, Microsoft (MSFT) - Get Microsoft Corporation Report, United Technologies (UTX) - Get n.a. Report, Procter & Gamble (PG) - Get Procter & Gamble Company Report, Pfizer (PFE) - Get Pfizer Inc. Report and Visa (V) - Get Visa Inc. Class A Report.
Turning to the "B" students, Cramer included Goldman Sachs (GS) - Get Goldman Sachs Group, Inc. Report, General Electric (GE) - Get General Electric Company Report, Verizon (VZ) - Get Verizon Communications Inc. Report, Johnson & Johnson (JNJ) - Get Johnson & Johnson Report and Travelers (TRV) - Get Travelers Companies, Inc. Report.
Cramer's "C" students were Intel (INTC) - Get Intel Corporation Report, McDonald's (MCD) - Get McDonald's Corporation Report, AT&T (T) - Get AT&T Inc. Report, Boeing (BA) - Get Boeing Company Report, Exxon Mobil (XOM) - Get Exxon Mobil Corporation Report and 3M (MMM) - Get 3M Company Report.
Finally, the lone "D" student among the Dow, IBM (IBM) - Get International Business Machines Corporation Report, a stock Cramer said has little going for it and is not a keeper.
In the Lightning Round, Cramer was bullish on Seagate Technology (STX) - Get Seagate Technology Holdings PLC Report, Ciena (CIEN) - Get Ciena Corporation Report, Wynn Resorts (WYNN) - Get Wynn Resorts, Limited Report, Las Vegas Sands (LVS) - Get Las Vegas Sands Corp. Report, TherapeuticsMD (TXMD) - Get TherapeuticsMD, Inc. Report, Gogo (GOGO) - Get Gogo Inc. Report, Vale (VALE) - Get Vale SA Report and Acadia Pharmaceuticals (ACAD) - Get ACADIA Pharmaceuticals Inc. Report.
Cramer was bearish on Archer-Daniels-Midland (ADM) - Get Archer-Daniels-Midland Company Report, Nimble Storage (NMBL) , Applied Micro Circuits (AMCC) , Boyd Gaming (BYD) - Get Boyd Gaming Corporation Report, Altria (MO) - Get Altria Group Inc Report, iShares FTSE China 25 (FXI) - Get iShares China Large-Cap ETF Report and Cliffs Natural Resources (CLF) - Get Cleveland-Cliffs Inc Report.
For the next installment of his "Cramer's Playbook" series on financial literacy, Cramer answered the question of what percentage of a retirement portfolio should be kept in bonds.
Traditional wisdom will tell you that bonds are safe, risk free investments that everyone should own, while stocks, well, they're just too risky. But Cramer said this line of thinking is reckless because the goal of retirement investing is to build a nest egg, not protect it.
With the 30-year Treasury currently paying a scant 3.65% a year, Cramer said it would take 20 years to double your money, which is why your portfolio needs to take on more risk. Investing in a low-cost S&P 500 index fund, on the other hand, introduces a little more risk but would average an 8% annual return, doubling your money in just nine years.
Cramer said for those in their 30s, no more than 10% of your portfolios should be in bonds. In your 40s, no more than 20%, in your 50s, 30% and in your 60s, 40% to 50% should be the maximum.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer touted a few "self-help" stocks that are controlling their own destinies and continually making money for shareholders.
Viacom (VIA.B) was one such name because the company has been aggressively buying back shares to boost returns for shareholders. Cramer also blesses Under Armour (UA) - Get Under Armour, Inc. Class C Report, a company he called a "stealth technology" stock that's up 31% since he spoke with its CEO in September.
Finally, there was Chipotle Mexican Grill (CMG) - Get Chipotle Mexican Grill, Inc. Report, which soared after it reported, thanks to a surprising rise in same-store sales. Cramer said all of these names aren't done winning.
To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.
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-- Written by Scott Rutt in Washington, D.C.
To email Scott about this article, click here: Scott Rutt
At the time of publication, Cramer's Action Alerts PLUS had a position in CIEN, GE, GOOG, JNJ, JPM, PG and VALE
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